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Hosted by Rob Shelton, founder and wealth manager of Axio Wealth Management, Legacy Beyond Wealth Podcast is dedicated to helping successful families unlock the freedom to live a life of significance. With more than 20 years of experience in the financial industry, Rob has cultivated a deep well of knowledge and financial expertise. Tune in for helpful strategies on topics like income planning, legacy building, Social Security, minimizing taxes, and much more. Subscribe and never miss an epi ...
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How Past Market Meltdowns Influence Future Investment Decisions
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The market is down. And if you’re feeling the pressure, you’re not alone. But how we respond in moments like this often has roots in the crashes we’ve lived through before. In this episode, Rob looks at how past market meltdowns shaped investor psychology, how today’s chaos might be leaving its own mark, and what lessons we can take with us to navi…
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Talking To Your Spouse About Market Crash Fears
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This episode is all about the emotional side of investing during market turmoil, especially the conversations (or arguments) happening at kitchen tables right now. Rob shares how he helps couples navigate fear, frustration, and uncertainty when market volatility strikes, and why communication is one of the most underrated financial planning tools. …
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When the market is crashing, it's easy to feel like you're the only one who's ever felt this anxious. But the truth is, some of the greatest investors in history have lived through chaos — and they left behind wisdom that still applies today. In this episode, we turn to voices like Warren Buffett, Benjamin Graham, and Jack Bogle to remind us how to…
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What Should You Actually Do When the Market Drops?
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When markets drop and headlines scream, it’s easy to feel like you have to do something. But what’s actually the smart move? Before you react impulsively, take a few minutes to check out this video. Today we’re going to walk you through four critical questions every investor should ask when volatility strikes. Here’s what we discuss in this episode…
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The Key Traits to Look for When Choosing a Financial Advisor
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Choosing a financial advisor can feel a lot like walking down the condiment aisle at the grocery store- everything might look the same at first glance, but what’s inside makes all the difference. So, how do you know who to trust when every advisor seems to come with the same title and promises? In this episode, Rob breaks down what truly sets a gre…
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Why Estate Planning is More Than Just a Will
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Estate planning is about so much more than having a will on file—it’s about creating peace of mind, avoiding future family conflict, and making sure your legacy reflects your values. Axio Wealth Management is dedicated to helping you unlock the freedom to live a life of significance, and for many people, that means leaving a legacy. Today we’ll exp…
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Wealth Worth Keeping: Preparing Heirs for Success
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An inheritance can be a great opportunity. It can be life changing in many regards. But will you be prepared for that day if and when it comes? In this episode, we’re talking about legacy planning and how to set your heirs up for success. Here’s what we discuss in this episode: 💬 Talk About It – Why communication is the m…
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The Systematic Process That Brings Your Financial Plan Together
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Our goal at Axio Wealth Management is to create a systematic approach to financial planning that can be repeated at a high level for every client we work with. It begins with creating that ‘dream team’ of professionals and then getting them to collaborate on strategies for each individual or couple. But how does it all come together and what do we …
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Is Your Wealth Team Working Together for You?
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Building a successful financial plan and managing your wealth starts with putting together a comprehensive team. Having a group of financial professionals with different specialties enhances client satisfaction, but do they work together and communicate effectively? Today we're going to talk about how Axio Wealth Management hel…
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Creating Your Dream Team of Planning Professionals
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A big part of working with a good financial planner or good wealth manager is having a team of professionals on your side to help you achieve all your different retirement goals. The majority of advisors can refer out you to a specialist, but a much smaller percentage actually have a comprehensive team of specialists they …
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What Services Do Wealthy Clients Want from an Advisor?
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What services do you expect from a financial advisor? Maybe more importantly, what are you actually receiving? There's a perception issue out there that many people are dealing with, and today we're going to take you into the Axio Wealth Management process to explain kind of how we go through the disco…
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What Makes the Axio Wealth Management Planning Process Unique?
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This is the fourth and final installment in our video series about Axio Wealth Management founder Rob Shelton and the business itself. We’ve previously discussed Rob’s background in finance, life away from the office, and the clients we typically serve. Today it’s all about our unique planning process and what you can expect from our team when you …
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Who Is Our Typical Client at Axio Wealth Management?
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It’s part three of our series with founder Rob Shelton where we’re introducing to our business, Axio Wealth Management. This episode is all about our clients and the type of people who benefit most from our planning process. Learn more about our unique focus on family stewardship and the importance of aligning financial strategies with personal val…
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Get to Know Axio Wealth Management: Founder Rob Shelton
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It’s part two of our series with founder Rob Shelton where we’ll introduce you to all areas of the business to give you a better idea of who we are and what drives us. Today we’re shining the spotlight on wealth manager and founder Rob Shelton to learn more about him away from financial planning. Discover how his upbringing shaped his career, his p…
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Axio Wealth Management: How the Business Started
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In the inaugural episode of Legacy Beyond Wealth, we’re beginning a four-part series to introduce you to Rob Shelton, a wealth manager and founder of Axio Wealth Management. We’ll begin today with Rob’s journey into the financial world and some background on the business. What sets Rob apart is not just his expertise in finance but his deep-rooted …
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